With big bank earnings on the books, we can draw at least one conclusion: Dealmaking
Category: Markets
A Question Of Horizons (Or Something)
“We don’t want to jar markets or anything,” Jim Bullard told Bloomberg’s Michael McKee on
Everything That’s Knowable
360,000 Americans filed for unemployment benefits last week, slightly more than expected. The prior week
‘Maximum Crisis Level’
One of this week’s media narratives revolved around the juxtaposition between a still-dovish Fed and
Wrong And Calm Or Right And Scared?
Jerome Powell said what he needed to say Wednesday in prepared remarks for his semi-annual
‘Scorching’ Is The Adjective Du Jour
I suppose it would’ve been something of a “letdown” if PPI had posted a downside
Bank Of America Delivers A Bunch Of Indecipherable Numbers
Bank of America reported what looked to be an underwhelming set of numbers for Q2
The Cyclical Boom Has Peaked, Says $800 Billion In AUM
Fund managers are demonstrably less enthusiastic about reflation and growth, suggesting the macro narrative that
Gatorade Break
It’s fairly obvious by now that market participants doubt seriously the idea that the Fed
US Inflation Surges Again, Dealing Fresh Blow To ‘Transitory’
Inflation surged far more than expected in the world’s largest economy last month, hotly-anticipated data
Goldman Counters Trading Lull With Dealmaking, Investment Gains
Trading revenue at Goldman trailed estimates in the second quarter, the bank said Tuesday. FICC
JPMorgan Results Mixed. Dimon Prefers ‘Solid’
JPMorgan kicked off big bank earnings with (surprise!) a beat. Adjusted revenue of $31.4 billion
All Roads Lead To China
Concerns are proliferating about the trajectory of China’s economic rebound, but that’s apparently a story
A Little Something For The Bears
One recurring theme over the first half of 2021 revolved around the notion that even
Macro Madness
Forever ago, I had a boss whose demonstrable success had the effect of gradually eroding
Topical Topics
The new week dawned with a smattering of familiar headlines, flung haphazardly across the digital
Diminishing Returns
It’s eminently possible that everything worth saying about markets and the outlook for the economy
The Big Benefits Question
To say there’s considerable debate about the extent to which enhanced unemployment benefits are holding
Jam-Packed
In addition to the onset of earnings season in the US, the new week brings
High Stakes, Peak Profits
Earnings season kicks off in earnest next week, and the stakes could scarcely be higher.
Xi Tightens Tech Noose. Sets Up Veto For Overseas IPOs
It was a head-spinning week for some of China’s largest tech companies. What began as
Joe Biden Fixes Capitalism In 31 Short Pages
Maybe it’s just me, but it feels like every other speech and soundbite emanating from
The Blank Check Rant
It’s nice to see some initiative, but I’ll admit to being a bit annoyed when
The Future Is Administered
You know, there’s still nearly $15 trillion in negative-yielding debt out there. That’s just a
Apparently It Was Urgent: China Pulls The RRR Trigger
China pulled the trigger on an RRR cut Friday, just two days after the State
Sweet Fruits
SocGen’s Albert Edwards still believes in “The Great Melt.” Not the BBC David Attenborough documentary.
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